There are many paths forward in life. Financial planning is about finding the optimal path based on the resources available. Your wealth is that resource.
While money is important factor, life is about more than just money. Financial planning incorporates the emotions that come along with making difficult financial decisions. A sound financial plan replaces fear of the unknown with the confidence needed to move forward. Money is just one of the tools needed to get you to your goals.
Investing and saving isn’t just for retirement. We put money aside so we can enjoy life today and in the future. Marriage, kids, college, starting a business… we plan for all stages of life. Our focus is helping clients understand the benefits and tradeoffs between the economic choices available.
A fiduciary is required to put their client's needs ahead of their own. Less than 10% financial advisors in the U.S. are required to work under the fiduciary standard set for Registered Investment Advisors. The Certified Financial Planner Board of Standards sets its own strict fiduciary standard that certificate holders must abide by.
Environmental, social and corporate governance (ESG) funds allow you to invest your money into causes you believe in. Socially responsible investing (SRI), also known as sustainable, socially conscious, green, or ethical investing, is shaping the future. We build custom investment strategies that consider both financial returns as well as the social causes clients request.
Fee Only Advisor
Traditionally, financial advisors are paid a commission each time clients purcahse an investment. There is an inherent conflict of interest with working that way. In order to provide objective advice, I work under a fee only model. Clients can pay by the hour, project, or retain ongoing services through a percentage of the investment assets managed.
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Contact us for a free one hour consultation. We'll discuss what services we offer, explain the philosophy followed, and help you understand the costs associated with investing.